Industry Events

CAIA sponsors and participates in industry events and conferences around the world. Here you'll find opportunities to register for those we partner with and, in some cases, attend at a discount.

FundForum Asia

September 3 - 5, 2018

JW Marriott

Hong Kong

Join 550+ asset managers, fund selectors and industry experts in Hong Kong from 3-5 September at FundForum Asia 2018, Asia’s largest gathering for the Asset & Wealth Management community.

Participate in executive-level conversation with 140+ top speakers and receive 3 full days of exclusive content & best-practice strategies for navigating the Global Investment Management landscape. 

CAIA Members receive a 15% discount off registration using code: FKN2544CANL​ or clicking here.


 

The Corporate Restructuring Summit 2018

September 5 - 6, 2018

Sheraton Grand Hotel

Dubai, UAE

Join over 200 key industry leaders at The Corporate Restructuring Summit (CRS) 2018 – the GCC’s first Debt Restructuring and NPL-focused Summit. Leading Industry Veterans headlining CRS 2018 include: Majed Essa Ahmed Al Ajeel, Chairman, Kuwait Banking Association & Burgan Bank; Manoj Chawla, General Manager - Risk, Emirates NBD; John Iossifidis, Chief Executive Officer, Noor Bank; Bharat Manwani, Head of Loan Management Unit, HSBC Bank Middle East Limited; Naveed Kamal, Managing Director, Citi Bank N.A. & Ravi Murthy, Chief Financial Officer, Arabtec Construction, amongst others.

CAIA Members receive a discount of 15% off registration using code: CAIA20


 

Citywire Frankfurt Absolute Return

September 6, 2018

Frankfurt

Citywire runs a global events programme for professional investors involved in fund manager selection. The aim is to link those investors to a global pool of fund management talent. So our meeting-based formats give delegates the opportunity to sit down face-to-face with a line-up of top-performing portfolio managers, covering just about every possible asset class.

In more than ten years of organising events, we have worked with leading asset management firms from around the world and brought together professional fund analysts from all the major financial centres.


 4th Structured Finance and ABS Summit 2018

September 6 - 7, 2018

Shanghai, China

The 4th Structured Finance and ABS Summit 2018 on Sept 6-7th in Shanghai. 600 attendees will be expecting to come. A project matching meeting will be firstly represented. In this event, you will have the latest developments in the ABS industry and some substantial business gains.

CAIA Members receive a 10% discount off registration using the link: http://cn.mikecrm.com/u4wfY85 


 

The Asia Investment and Banking Conference (AIBC)

September 10 - 11, 2018

Hong Kong Convention and Exhibition Centre (HKCEC)

Hong Kong

The Asia Investment and Banking Conference (AIBC) is the largest student-run conference in Asia on corporate advisory and financial markets. Held for the 10th year running, the conference attracts talented students from approximately 93 renowned universities globally each year. As Asian financial markets evolve , this year's conference will comprise keynote speeches, panel discussions, workshops and interactive learning sessions with industry professionals.


 

Impact Summit America

September 11, 2018

The City Club of San Francisco, Stock Exchange Tower

San Francisco, CA

Phenix Capital invites leading institutional investors and asset owners to take part in Impact Summit America, in what will be an investment game-changing discussion on Sustainable & Impact Investing. Impact Summit America will take place alongside PRI in Person and as an official affiliate event of the Global Climate Action Summit on 11 September 2018 in San Francisco, CA. Phenix Capital is proud to partner with the Global Impact Investing Network (GIIN) and Dutch pension fund giants PGGM and MN to convene this unique impact investing event for institutional investors from around the globe.

100+ Institutional Investors and asset owners will engage in a meaningful peer-to-peer dialogue on how to:

  • move beyond divestments with transformative climate investments to create climate-smart portfolios;
  • align fiduciary responsibility with an impact strategy that mirrors values and mission;
  • build impact investing portfolios that make positive social and environmental contributions;
  • hear from 8 recognized impact fund managers on their scalable impact strategies
  • and at the same time also learn how to generate competitive market-rate risk-adjusted returns through impact investments

Click here to apply for registration and secure your seat!

  • A limited number of complimentary tickets are available for asset owners (e.g; pension plans, insurance companies, universities, foundations, churches, endowments, and sovereign wealth funds). Please contact us directly: info@impactsummitamerica.com
  • CAIA Members who are institutional investors (e.g; consultants or advisers) can receive a discount of $300 on the standard fee using code: CAIAISA18

Visit our website to find out why you should attend and what will be on the agenda. For further enquiries, please contact us at info@impactsummitamerica.com.


 

Impact Investing Forum North

September 12 - 13, 2018

Hilton Midtown

New York

The Impact Investing Forum will look at many of the asset classes that encompass this space. We invite you to join us and meet top influencers, experienced investors both public and private, money managers, and service providers that are leading the charge in this ever growing space. Themes of defining impact investing, portfolio construction, asset class opportunities, and the role of the investor are just a few of the stimulating topics to be covered at this event.

CAIA Members receive a 15% discount off registration using code: CAIIFN2018


 

AVCJ Women in Asian Private Equity Forum 2018

September 13, 2018

Eaton House, 5/F, Champion Tower

Hong Kong

Scheduled for 13th September 2018 at Eaton House, Hong Kong, the AVCJ Women in Asian Private Equity Forum is a must-attend event for forward-thinking professionals, of either gender, to learn and understand the opportunities that diversity will bring to the private equity and venture capital industry and the issues and challenges in implementing change.

CAIA Members receive a 15% discount off registration using code: AVCJWIPE_CAIA15D




8th Annual XVA & Scarce Resource Management

September 12 - 14, 2018

London

This marcus evans conference will enable institutions to get a wider view of their derivative portfolio to ensure they reduce costs and manage risk. They will understand the latest capital and initial margin requirements to best manage these scarce resources, while examining the XVA desk and how to use new techniques, such as compression, discounting and optimising CSA agreements, and technologies, such as AI and machine learning, to increase the efficiency of the portfolio and reduce costs, while increasing their competitiveness.

Attending this premier marcus evans conference will enable you to:

  • Understand the latest developments with initial margin and MVA to best reduce costs
  • Minimise the impact of KVA and other capital charges on the derivative portfolio
  • Use innovative techniques within XVA, such as compression and discounting
  • Modernise derivative infrastructure to best manage XVA
  • Evaluate the role of AI and machine learning in derivative pricing

Learn from key practical case studies:

  • Swedbank examine differences between the practical and theoretical application of XVA
  • Scotiabank discuss the role of machine learning in XVA and derivative management
  • BBVA use best practices to hedge risk within the derivative portfolio
  • RBC evaluate the practical issues with XVAs

Special offers for CAIA members using code CM423-CAIA when registering for this conference

  • 2 day conference: -£200
  • 2 day conference & 1 workshop: -£250
  • 2 day conference & 2 workshops: -£350

(Not for solution providers and consultants)

Are you interested in attending this event? To learn more about registration and fees, simply send an email to melinih@marcusevanscy.com


 

Fund Intelligence Fund Leaders Summit Boston

September 13, 2018

Boston

The Fund Intelligence Leaders Summit Boston is a new one-day event, bringing together key executives from throughout the mutual fund space, exploring areas of overlap on topics including regulatory oversight, cybersecurity, transforming operational infrastructure and tackling the diversity crisis from board level down. 


 

United Kingdom Private Equity Conference

September 14, 2018

Grosvenor House - JW Marriott

London, UK

The UK Private Equity Conference is a one-day event on 14th September 2018 at the Grosvenor House - JW Marriott in London. We gather together 50 speakers and 250 top-tier attendees from across the entire private equity deal chain for a day of valuable networking opportunities, insightful panel discussions, and inspirational keynote speeches. Join more than 50 LPs, 80 GPs, and 40 CxOs representing private equity funds, Limited Partners, Funds-of-Funds, venture capitalists, CEOs of PE-backed companies, ambitious startups, business angels and more for a productive and exciting event focused on deal origination and relationship building.

PARTNER members have access to an exclusive 30% DISCOUNT. For more information contact us at  marketing@pe-conference.org

Limited Partners* benefit from a free entrance to the Conference.

*Are qualified for complimentary invitations Pension Funds, Family Offices, Foundations, Endowments, Sovereign Wealth Funds, Insurance Companies, DFIs and Business Angels that do not engage in third-party fundraising activities or collect fees for advisory/consulting services.

CAIA Members receive a discount off registration using code: CAIA_Loyalty


 

ALTSSV 2018

September 17, 2018

Silicon Valley, California

Join the industry's leading experts from across the alternative investment spectrum for a full day of engaging discussion, education and commentary. Learn from experts, connect with colleagues and network with peers at the Annual ALTSSV Conference

ALTSSV will provide your company with an opportunity to market your brand and services to a highly engaged group of institutional investors, allocators, family offices and financial advisors who are evaluating and investing in alternative investments.

ALTSSV is developed and led by CFA Society San Francisco, CAIA San Francisco and the CalALTS Association. With their guidance and oversight, this one-day event will provide participants with an educationally focused agenda and will feature leading practitioners from the fields of private equity, venture capital, real estate, hedge funds, cryptocurrency, artificial intelligence and other sectors of the alternative investment market. ALTSSV has been developed for:

  • Institutional investors
  • Financial advisors
  • Family offices
  • Asset managers
  • Investment consultants
  • Plan trustees
  • Portfolio managers
  • Research analysts

CAIA will be present at this event.


 

0100 Conferences Berlin - Late Stage Venture Capital Conference

September 19, 2018

Berlin

0100 Conference Berlin 2018 is an exclusive Venture Capital event that brings together industry leaders in Growth and Corporate Venture Capital. The 0100 Conference Berlin is scheduled to take place on September 19th, 2018 at the Maritim Hotel Berlin.

Some of the confirmed speakers at the event are listed as follows:

  • Itxaso del Palacio, Partner at M12 I Microsoft's Venture Fund
  • François Auque, General Partner at Airbus Ventures
  • Karen Stafford, Regional Director at Intel Capital
  • Jon Koplin, Director at Cisco Investments
  • Yann Kandelman, Head of Investment at Orange Digital Ventures
  • Martin S. Hauge, Chairman of the board at Frog Capital
  • Michiel Kotting, General Partner of Northzone
  • Imran Akram, Managing Partner at AXA Venture Partners
  • Christian Nagel, Partner & Co-Founder at Earlybird
  • Nenad Marovac, Managing Partner and CEO of DN Capital
  • Dr. Tanja Emmerling, Senior Investment Manager at High-Tech Gründerfonds
  • Cédric Köhler, Managing Partner at Creathor Ventures
  • Simon Schmincke, Partner at Creandum

Registered attendees have access to the attendee list to allow them to plan effectively for the meetings. There will also be a VIP dinner strictly for speakers and sponsors one night before the event, offering a great opportunity for networking in an informal atmosphere.

CAIA Members receive a 15% discount off registration using code: BE18CA15

More information about the conference and tickets can be found on the website.


 

AAAIM National Conference 2018

September 19 - 20, 2018

Los Angeles

The 2018 AAAIM National Conference will take place September 19-20 at the beautiful Luxe Sunset Boulevard Hotel in Los Angeles. AAAIM’s annual conference is the national platform for Asian American investment managers across the major asset classes of private equity, hedge funds, public equities, fixed income and real assets to meet, conduct business and learn from insightful leaders and each other.




The Summit for Asset Management (TSAM) Hong Kong

September 20, 2018

Causeway Bay, Hong Kong

Join us at The Summit for Asset Management (TSAM) Hong Kong for keynote sessions on Diversity & Inclusion, Exploring the Crypto Asset Market and Investing in China – Risks, Reward, A-Shares.

CAIA Members receive a 100% discount off registration using code: CAIA2018. This 100% discount will be applied at checkout.

Enjoy 100% off passes to connect with your peers, hear from the experts and overcome challenges at TSAM this year.


 

Diversity & Inclusion 2018: Strategies for Success

September 20 - 21, 2018

San Francisco, California

Why do diversity and inclusion matter in the investment profession? Research has shown that diversity improves business results for clients, teams, firms, and employees. Firm cultures with a more inclusive environment prove to be more innovative. An industry that hears and embraces many voices and perspectives will shape better investment outcomes and a stronger future for the investment profession.

Diversity and Inclusion 2018 will build on the success of our first three Women in Investment Management events and advance the conversation. It will offer a range of practical strategies to enhance investment careers for individuals and improve decision making at investment firms.


 

9th Annual Inside Alternatives & Asset Allocation

September 24 - 25, 2018

Wynn, Las Vegas

The Inside Alternatives and Asset Allocation Conference looks beyond traditional alternative investments and strategies and into the “new breed” of alternatives, how they are perceived by the investing public, and how they are being utilized by successful advisors. In a world where many experts believe traditional assets are expensive, you’ll learn about alternative ways to protect and grow your clients’ principal. Day one will feature multi-track sessions on Impact/SRI & ESG investing. 

Our keynote speakers include Charlie Cook, editor and publisher of the Cook Political Report, Dennis Gartman, editor and publisher of The Gartman Letter, Dr. Ed Yardeni, president of Yardeni Research, Inc. and Mark Yusko, CEO and CIO of Morgan Creek Capital Management LLC.

Visit our website for more information and to register.


 

12th Annual Hedge Fund General Counsel and Compliance Officer Summit

September 26 - 27, 2018

New York, NY

ALM is proud to announce the 12th Annual Hedge Fund General Counsel & Compliance Officer Summit, which is taking place in NYC on September 26-27, 2018. Developed and uniquely shaped by leading Hedge Fund Senior In-House Counsel and Compliance Officers, our 2018 event offers the opportunity to hear thought-provoking and insightful panels as well as carefully crafted Roundtable discussions, as they tackle the most pressing and current compliance and business challenges facing hedge funds today. 

Register today to network with fellow Hedge Fund General Counsel and Compliance Officers from top-tier firms and gain insights into regulatory initiatives and updates while earning CLE credits.

CAIA Members receive a 20% discount off registration using code: CAIA20


 

Context Summits West 2018

September 26 - 28, 2018

Monarch Beach Resort

Dana Point, California

Context Summits’ west coast event will be held again at the Monarch Beach Resort for a broad spectrum of high-quality managers and allocators. The conference will bring together qualified investors and hedge funds for two days of highly targeted and productive, prescheduled one-on-one meetings. Unparalleled networking events for all conference participants will be scheduled at conveniently located sites on or near the resort grounds.

CAIA Members receive a discount off registration using code: ASSN-CAIA


 

Commodity Trade Finance Conference 2018

September 27, 2018

Lugano, Switzerland

GTR’s annual Commodity Trade Finance Conference returns to Lugano on September 27, gathering a growing crowd of commodity trade experts from SMEs as well as multinationals, trading companies, financial institutions and service providers.

Despite well documented challenges in the market, both in terms of commodity pricing stability and the financial health of several leading companies, there is much to look forward to. The programme features multiple streams allowing attendees to tailor the event to their preference and addressing what matters to them the most.

With over 200 international delegates expected in attendance, this year’s edition will once again establish the event as the ultimate networking and learning platform for the industry’s key players, at which attendees will share experiences, build business relationships and identify new areas of action to stay on top of the game.

As a supporting partner of the event, CAIA has secured up to a 50% discount for a limited number of passes. For more information and registrations, please contact Judith at jmulhausen@gtreview.com, quoting the code: CAIA


 

ASIFMA Structured Finance Conference 2018 - Asian Securitization and Covered Bonds

September 27, 2018

SGX Auditorium, Singapore Exchange (2 Shenton Way, SGX Centre 1, Level 2, Singapore 068804)

This event brings together the structured finance community from across Asia and the world to meet with the regulatory community, network with issuers and investors, and participate in key policy discussions on ways to develop Asia's securitization and covered bonds market.

CAIA Members receive $100 discount off registration using code: SF2018GOE

Click here for more information.


South-East Asian Private Equity Conference

October 4, 2018

Grand Hyatt Hotel

Singapore

The South-East Asian Private Equity Conference is a one-day event on 4th October 2018 at the Grand Hyatt in Singapore. We gather together 50 speakers and 250 top-tier attendees from across the entire private equity deal chain for a day of valuable networking opportunities, insightful panel discussions, and inspirational keynote speeches. Join more than 50 LPs, 70 GPs, and 30 CxOs representing private equity funds, Limited Partners, Funds-of-Funds, venture capitalists, CEOs of PE-backed companies, ambitious startups, business angels and more for a productive and exciting event focused on deal origination and relationship building.

PARTNER members have access to an exclusive 30% DISCOUNT. For more information contact us at  marketing@pe-conference.org

Limited Partners* benefit from a free entrance to the Conference.

*Are qualified for complimentary invitations Pension Funds, Family Offices, Foundations, Endowments, Sovereign Wealth Funds, Insurance Companies, DFIs and Business Angels that do not engage in third-party fundraising activities or collect fees for advisory/consulting services.

CAIA Members receive a discount off registration using code: CAIA_Loyalty


 

ALTSTX 2018

October 9, 2018

Dallas, Texas

Following in the footsteps of the highly successful ALTSLA conference, the West Coast's highly-successful alternative investment conference moves South to the nations traditional energy powerhouse. 

ALTSTX is developed and led by the CAIA Association and Markets Group. With their guidance and oversight, this one-day event will provide participants with an educationally-focused agenda and will feature leading practitioners from the fields of private equity, venture capital, real estate, hedge funds, energy and other sectors of the alternative investment market.

ALTSTX has been developed for:

  • Institutional investors
  • Financial advisors
  • Family offices
  • Asset managers
  • Investment consultants
  • Plan trustees
  • Portfolio managers
  • Research analysts

 


12th Sustainability Reporting & Comunicatons Summit 2018

October 10 - 11, 2018

Novotel London West

London

For over a decade this event has delivered an unmatched, holistic view of sustainability reporting challenges and solutions. 2018’s iteration is the strongest, most value packed we’ve ever produced.  Whether you work in reporting, communications or sustainability this is the only strategic event that delivers the information you need to shift towards an SDG-focused reporting and communications strategy.

Join 200+ executive attendees and 50+ senior level speakers from The World Bank, CDP, WBCSD, European Investment Bank, BHP Billiton and more.

Contact Ed.Long@ethicalcorp.com for more information.

CAIA Members receive a £200 discount off registration using code: CAIA200*

*Note this discount does not apply to NGO/Academic passes


 

Rocktoberfest Chicago

October 11, 2018

City Winery

Chicago

ALTSO’s 7th Annual Rocktoberfest-Chicago will gather over 500 colleagues, friends, current & prospective clients for what has been recognized as one of the most unique, highly anticipated & effective events in the philanthropic & financial service industries. The event will unite leaders from related financial industries for a night of rock & roll and acoustic music featuring bands whose talented performers are industry leaders. Come #RockForALTSO - you never know who you might see on stage! 


 

Digital Asset Strategies Summit

October 16 - 17, 2019

For Investment Professionals & Accredited Investors Only

CE credits will be available

Dallas, Texas

Capitalizing on the crypto + blockchain paradigm

Produced by one of the original co-creators of Inside ETFs and in collaboration with one of the co-founders of the Lendit Conference, the Digital Asset Strategies Summit (DASS) will focus on addressing the opportunities and challenges of today’s market and present a variety of innovative disciplines and portfolio construction ideas designed for today’s forward-thinking money managers.

Conference Chairperson:

Lex Sokolin – Autonomous Research

Featured Speakers Include:

  • Ric Edelman – Edelman Financial Services
  • Lou Kerner – CyptoOracle
  • Thomas Lee – Fundstrat Global Advisors
  • Bart Stephens – Blockchain Capital
  • Dara Albright – Dara Albright Media
  • Reuben Bramanathan – Coinbase
  • Stephen Browne – Paul Comstock Partners
  • Keenan Carstens – EMC Capital Management
  • Julie Cooling – RIA Channel
  • John Davi – Astoria Portfolio Advisors
  • Andre Huaman – Three Bell Capital
  • Matt Jennings – Kingdom Trust
  • Sean Keegan – Digital Asset Strategies
  • James McDonald – Vishnu Wealth Management
  • Kathleen Moriarty – Chapman & Cutler
  • Pete Najarian – Xapo
  • Timothy Peterson – Cane Island Alternative Advisors
  • Tyrone Ross, Jr. – NobleBridge Wealth

Attend the premier “allocators only” all-in-one, 2-day due diligence solution for digital assets strategies and learn about this intriguing asset class.

CAIA Members receive a 20% discount off registration.

Register here and enter Discount Code: CAIA


 

THE 2018 Canadian Hedge Fund Conference and the 11th Annual Canadian Hedge Fund Gala Awards Dinner

October 16, 2017

One King West Hotel

Toronto, Ontario

2:00pm

THE Canadian Hedge Fund Conference is designed to provide Canada’s hedge fund managers with information, insight and inspiration into those things that are most important to them in building and managing a great hedge fund business in Canada. Our 2018 Conference is specifically focused on raising capital and will feature three panels of different types of allocators.

5:30pm

Networking Cocktail Reception

7:00pm

Gala Dinner and Awards Ceremony

Please join us at the most exciting annual event in Canada’s hedge fund industry.


 

MFA Outlook 2018

October 18, 208

The Pierre

New York, NY

As the leading association of the global hedge fund industry, MFA convenes prominent alternative investment professionals, institutional investors, policy makers, investment counter parties, and service providers at the Outlook 2018 Conference, its hedge fund leadership conference, each fall in New York.

The Outlook 2018 Conference inspires a forward-looking dialogue on the critical issues impacting global investors and fiduciaries. The Outlook 2018 Conference program focuses on the global markets, public policy, the needs of institutional investors, and the key trends that foster change for alternative investments. The conference is comprised of over 400 top investors, fund managers and thought leaders from the global alternative investment community who convene to discuss and debate market trends and focus on where, why and how they are investing today.


 

Fund Intelligence Fund Leaders Summit Chicago

October 18, 2018

Chicago

The Fund Intelligence Leaders Summit Chicago is a new one-day event, bringing together key executives from throughout the mutual fund space, exploring areas of overlap on topics including regulatory oversight, cybersecurity, transforming operational infrastructure and tackling the diversity crisis from board level down. 


 

The Fall Investment Institute Forum

October 22 - 23, 2018

Chapel Hill, NC

(Members only)

The Investment Institute (TII) was originally founded in 2008 (previously known as the NC Investment Roundtable). As of November 2016, The Investment Institute, LLC became a privately held company, co-owned by Andrea Szigethy, Founder & CEO, and Donna Holly, President. Together they have built an organization that provides their clients a comfortable, friendly, non-sales type of atmosphere, fostering an environment to learn, build trust and develop long-standing relationships with like-minded investors and managers in the community. Andrea & Donna have been working together as educators in the financial industry for 16+ years and pride themselves with the ability to foster such wonderful relationships within the industry. We look forward to welcoming new investors and niche managers into our circle as we continue to grow our firm.

TII is dedicated to educating our participants on the latest developments and trends in the financial marketplace to sharpen the understanding of critical factors impacting both long and short-term investment ideas leading to better investment returns. We bring senior investment decision-makers together for face-to-face conversations and debate and problem-solving from leading endowments, foundations, pension funds, single family offices, multi-client family offices, RIAs, consultants, outsourced CIO firms, asset management firms and other financial institutions. We strive for a 50/50 investor (allocator) to manager ratio in the audience for our Spring & Fall membership forums.


 

Global ARC Boston 2018

October 22 - 24, 2018

Boston

Tired of alternative investment gatherings where managers outnumber institutional investors, where criticisms of alternatives products are muted and where the same old hackneyed ideas are constantly recirculated?

For 16 years, Global ARC has been providing institutional investors and asset managers with the antidote to such gatherings.

An independent global organization founded in 2002, Global ARC convenes a network of the world's foremost sovereign wealth funds, pension funds, central banks, endowments, foundations, insurance companies and investment managers. Our annual meeting focuses on the intersection of public policy, macro-economic developments, capital markets, and institutional investment management. 

All gatherings are held strictly off-the-record with no media or press in attendance.

For more information, please visit our website or register here.


 

Real Estate Private Equity Forum

October 23, 2018

Napa Valley Marriott Hotel & Spa

California

Our forum, Real Estate Private Equity, will explore both the role of private equity real estate—as well as the emergence of private real estate debt—as a Wall Street power. Like the asset class itself, the people participating onstage and in the audience are vibrant and outward-looking. Join us in June 23 in Napa Valley, California, and prove us right.

CAIA Members receive a 15% discount off registration using code: CAREPE2018


 

International Value Investing Conference

October 23, 2018

Luxembourg

The purpose of the International Value Investing Conference is to exchange ideas about value investing among financial professionals in an open and inspiring environment. Together with leading speakers from the world of value investing, the attendees will experience in-depth views as well as concrete investing ideas.

The International Value Investing Conference will be held on October 24th, 2018 at the DoubleTree Hilton Hotel in Luxembourg. On October 23rd, an exclusive dinner will be organized for speakers and attendees. Well-known speakers at IVIC 2018 include Alex Roepers, Léon Kirch, Pavel Begun and many others.

For more information, please visit our website.


 

Family Office & Private Wealth Management Forum West

October 24 - 26, 2018

Napa Valley Marriott

California

Investment strategies such as Private Equity, Venture Capital, and Technology will be familiar themes throughout this conference. Investment managers and families will come together to discuss the foundations in which they built their wealth, and uncork the various investment strategies in which to keep their portfolios growing and plentiful. Additional hot topics such as impact investing, alternatives, and the trustee beneficiary relationship, will allow for delegates to sample a diverse blend of palatable subjects while networking amongst a top tier group of private wealth professionals.

CAIA Members receive a 15% discount off registration using code: CAFO2018


 

Rocktoberfest New York

October 25, 2018

Hard Rock Cafe, Times Square

New York City

ALTSO’s 15th Annual Hedge Fund Rocktoberfest - New York will gather over 2,000 professionals from the alternative investments and related financial services industries for a night of rock & roll and acoustic music in support of ALTSO's mission and the 16,700+ children treated so far. Come #RockForALTSO - you never know who you might see on stage!


Italian Private Equity Conference

October 25, 2018

Four Seasons Hotel

Milan, Italy

The Italian Private Equity Conference is a one-day event on 25th October 2018 at the Four Seasons Hotel in Milan. We gather together 50 speakers and 250 top-tier attendees from across the entire private equity deal chain for a day of valuable networking opportunities, insightful panel discussions, and inspirational keynote speeches. Join more than 60 LPs, 80 GPs, and 40 CxOs representing private equity funds, Limited Partners, Funds-of-Funds, venture capitalists, CEOs of PE-backed companies, ambitious startups, business angels and more for a productive and exciting event focused on deal origination and relationship building.

PARTNER members have access to an exclusive 30% DISCOUNT. For more information contact us at  marketing@pe-conference.org

Limited Partners* benefit from a free entrance to the Conference.

*Are qualified for complimentary invitations Pension Funds, Family Offices, Foundations, Endowments, Sovereign Wealth Funds, Insurance Companies, DFIs and Business Angels that do not engage in third-party fundraising activities or collect fees for advisory/consulting services.

CAIA Members receive a discount off registration using code: CAIA_Loyalty


 

AIMA Canada Investor Forum 2018

October 29 - 30, 2018

Toronto, Canada

AIMA’s flagship event is for allocators to alternative investments to learn from their peers and industry experts. The ACIF is a unique AIMA event that brings together equal portions of investors, managers and service providers from across Canada and the world. In 2017, nearly 300 participants including over 90 global investors convened in Montreal to discuss asset allocation models, debate due diligence trends and debut new research.

In 2018, we are returning with an all new agenda touching on some of the industry’s most pressing concerns and highlighting new innovation brought about by technology and investor demands. Returning for the 2018 Forum will be the 'one-on-one' sessions. Participants are provided with several pre-scheduled 20-minute match making sessions throughout the day to discuss their companies and services.

We are thrilled to announce our keynote speakers for the flagship AIMA Canada Investor Forum:

• Ron Mock President & CEO, Ontario Teachers' Pension Plan

• Michael Latimer Chief Investment Officer, OMERS Michael Novogratz Founder & CEO Galaxy Digital Capital Management

• Michael Novogratz Founder & CEO, Galaxy Digital Capital Management

 


Financial Revolution - Sentiment Analysis, AI and Machine Learning

October 30, 2018

Zurich

Artificial Intelligence is deemed to be the main driver of the 4th Industrial Revolution. IDC predicts that investment in AI will grow from $12bn in 2017 to $57.6 by 2021, while Deloitte Global predicts the number of machine learning pilots and implementations will double in 2018 compared to 2017. As a result, companies from every industry have been spurred on to seize the trend and innovate – from virtual assistants to cyber security to fraud detection and much more. The majority of C-level executives have identified and agree that AI will have an impact on their industry. However, only 20% of C-level executives admit they have already adopted AI technology in their businesses, according to research conducted by McKinsey. So, there is plenty of scope for change and improvement. The Finance industry is anticipated to lead the way in adoption of AI with a significant projected increase in spending over the next three years.

Topics to be covered include:

 Fundamentals and applications of machine learning and deep learning

 Pattern classifiers, Natural Language Processing (NLP) and AI applied to data, text, and multi-media

 Sentiment scores combined with neo-classical models of finance

 Financial analytics underpinned by qualitative and quantitative methods

 Predictive and normative analysis applied to finance

 Behavioural and cognitive science

 The future of AI and its impact on industries

 


Pensions & Investments WorldPensionSummit 2018

October 31 - November 1, 2018

Louwman Museum

The Hague, Netherlands

THE global platform 'for and by' pension professionals. The WorldPensionSummit 2018 program will focus on ‘Investing with a sustainable perspective’. Both in plenary sessions and dedicated one-hour tracks of choice we discuss the long-term components of vital ‘pension cross-roads’. This program covers all aspects of pensions, integrated and at senior – in depth – level. We are pleased to announce that the CAIA is a supporting partner at Pensions & Investments WorldPensionSummit 2018. 

Click here to view the agenda.

Register here.

**Final call for entries: Innovation Awards 2018**

Your last chance to be nominated for the 2018 Innovation Awards. The P&I WorldPensionSummit Innovation Awards recognise best practice among pension plans and funds worldwide. Winners and runners up are chosen by a panel of experienced global pensions industry figures. It is one of several P&I initiatives to reward high standards in the pensions industry. 

We are seeking pension funds who are using innovation to drive their pensions forward through investment, design, innovation, participation, communication or any way that may help drive successful outcomes for the plan participants. 

The Innovation Awards are subcategorised in four categories; Plan design, Investing, Technology and  Communication. We wish to highlight innovation and excellence and provide inspiration. Past winners (Cbus, NEST,  United Nations Joint Staff Pension Fund, Amundi Global Servicing, Transport for London Pension Fund, Kiwi Wealth Limited, CPF Singapore,  Government Service Insurance System from Manila, People's Pension Holding from Ghana, Natal Joint Municipal Pension/Provident Funds from SA, CAAT and HESTA were selected for their cutting-edge ideas and projects. We pay extra attention to the sustainability of your innovation.

Winners are honoured during the WorldPensionSummit 31 October - 1 November 2018 in The Hague. Click here for more information about the WorldPensionSummit 2018.

Start your nomination today

CAIA Members receive a 20% discount off registration using code: CAIA20WPS18


ASIFMA Annual Conference 2018: Developing Asia's Capital Markets

November 1 - 2, 2018

Marina Mandarin Ballroom – Lobby Level, Marina Mandarin Singapore

Marina Square, Singapore

This flagship annual event of ASIFMA is a high-level, industry-wide event, providing a unique opportunity for global and regional policy makers, senior regulators and industry representatives from both sell side and buy side to meet and discuss important issues impacting the development of Asia’s capital markets.

Regulators, Institutional Investors, Issuers, Corporate Treasurers may be offered complimentary registration to the conference. Please email Gigi Ma of ASIFMA at gma@asifma.org to apply.

CAIA Members receive a $150 discount off registration using code: AC2018GOE




Fund Intelligence Fund Leaders Summit San Francisco

November 6, 2018

San Francisco

The Fund Intelligence Leaders Summit San Francisco is a new one-day event, bringing together key executives from throughout the mutual fund space, exploring areas of overlap on topics including regulatory oversight, cybersecurity, transforming operational infrastructure and tackling the diversity crisis from board level down. 


 

WAVE Second Annual Access: Women in Alternative Investments Career Forum

November 6, 2018

New York

Our mission is to continue to broaden the funnel of women into the alternatives industry and provide a forum where candidates can learn, engage and network with industry veterans across the spectrum of careers (buyout, VC, LP, placement agents, FOFs, distressed, real estate, private credit). Last year’s inaugural event was a huge success in Chicago. It was amazing to see so many young women interested in learning about the alternatives industry, with a great representation from undergrads to MBA students. Building on that momentum for the 2nd Annual event, we expect to host 400 people (candidates and investment professionals) in November.

Contact Danielle Fraser, WAVE Coordinator  - wavecoordinator@gmail.com 

CAIA will be present at this event.


 

LinkBridge - The West Investors Annual Meeting

November 7, 2018

San Francisco, California

The West Investors Annual Meeting is a closed-door program that gathers the world's leading fund managers along with 120 institutional and private wealth investors from California, Washington, Idaho, Montana, Oregon, Wyoming, Nevada, Utah and Colorado. This meeting offers a unique platform to learn from and alongside industry thought leaders. Panel sessions and Private meetings throughout the day will allow for deepening relationships, developing partnerships and fostering business. This one-day conference will host 300 leading managers, investors and other professionals to discuss investment opportunities and new trends in the market.


 

PERE America

November 7 - 8, 2018

Convene Conference Center

New York, NY

Built by PERE’s award-winning editorial team and an advisory board of industry experts, PERE America consistently delivers authoritative speakers, thought-provoking discussions and powerful networking opportunities.

Returning to New York, the thirteenth annual event is set to be our best yet. Over 250 top institutional investors and experienced fund managers attended last year to discuss the future of private real estate investments in a market that some still believe is on its way to topping out. PERE America is the only event that can leverage PERE editorial content and R&A data to bring you the most relevant and objective insight for 2019.


 

German Private Equity Conference

November 8, 2018

Hotel Vier Jahreszeiten Kempinski

Munich, Germany

The German Private Equity Conference is a one-day event on 8th November 2018 at the Hotel Vier Jahreszeiten Kempinski in Munich. We gather together 50 speakers and 250 top-tier attendees from across the entire private equity deal chain for a day of valuable networking opportunities, insightful panel discussions, and inspirational keynote speeches. Join more than 60 LPs, 80 GPs, and 40 CxOs representing private equity funds, Limited Partners, Funds-of-Funds, venture capitalists, CEOs of PE-backed companies, ambitious startups, business angels and more for a productive and exciting event focused on deal origination and relationship building.

PARTNER members have access to an exclusive 20% DISCOUNT. For more information contact us at  marketing@pe-conference.org

Limited Partners* benefit from a free entrance to the Conference.

CAIA Members receive a discount off registration using code: CAIA_Loyalty


 

Women's Alternative Investment Summit

November 8 - 9, 2018

The Pierre

New York City

The 10th annual Women’s Alternative Investment Summit will be held November 8 & 9, 2018 at The Pierre in New York City. More than 400 fund managers, institutional investors and advisors to the industry from across all alternative asset classes, will gather in New York for this timely, indispensable industry conference. This groundbreaking event features keynote dialogues, in-depth panel discussions, candid roundtable conversations, and innovative session formats. Dedicated tracks — focused on private equity, venture capital, credit, hedge funds, real estate, real assets and infrastructure — deliver substantive content developed specifically for attendees in each alternative investment asset class. Join us for a unique opportunity to build trusted networks that provide access to raise funds, generate deals, manage the portfolio, realize exits, and advance your firm.


 

Finance Magnates London Summit 2018

November 13 - 14, 2018

Old Billingsgate, London

London Summit is Europe’s largest event for the financial services sector. Bringing together over 2,000 institutional investors, top-tier retail brokers, and blockchain startups, London Summit is where the trading community gathers to learn, network and get business done. Join us at the Old Billingsgate for our largest and brightest edition yet.


 

Greenwich Economic Forum

November 15 - 16, 2018

Delamar Hotel Greenwich

Greenwich, CT

Please join us at the GREENWICH ECONOMIC FORUM - Nov. 15-16 in Greenwich, Connecticut. With industry heavyweights Ray Dalio of Bridgewater Associate, Paul Tudor Jones of Tudor Investment Corp, Dmitry Balyasny of Balyasny Asset Management and many more supporting and speaking at the event, the first annual Greenwich Economic Forum is set to be the "Davos for hedge funds". The forum is developed and led by the Connecticut Hedge Fund Association and the Greenwich Business Institute (GBI), and under the auspices of the Greenwich First Selectman Peter J. Tesei's Economic Advisory Committee.

Book your participation now at the special summer rate of $1799 - discounted rate expires August 31.

CAIA Members receive an additional 10% discount off registration using code: CAIACT10​


 

ALFI Private Equity & Real Estate Conference

November 20 - 21, 2018

Luxembourg

Dedicated to these two popular alternative investment strategies, the ALFI Private Equity and Real Estate conference informs no-longer-niche asset managers and investors from all over the world of trends in a fast-growing industry. The event showcases the fund centre's operational excellence in setting up and servicing complex and bespoke fund structures that set Luxembourg apart.


 

12th HKIFA Annual Conference

November 26, 2018

JW Marriott Hotel

Hong Kong

You are invited to enroll into the 12th HKIFA Annual Conference, which will be held at JW Marriott Hotel Hong Kong on Nov 26, 2018 (Mon).  This year, we will focus on the theme “Shaping the future of asset management”.

For more information and registrations, please contact Ms Dada Yau of Plus Concepts, T: (852) 3983 2308, E: hkifa@plus-concepts.com or visit www.plus-concepts.com/hkifa2018/registration.aspx

CAIA Members receive a HK$1600 discount off registration.


 

CFA Institute European Investment Conference

November 26 - 27

Le Méridien Etoile

Paris, France

Attracting delegates from more than 50 countries and regions, the CFA Institute European Investment Conference is the annual must-attend gathering for portfolio managers, analysts, chief investment officers, and chief executive officers. The event provides a platform to network with peers and to analyse most pressing issues affecting financial markets, including

  • Geopolitics
  • Sustainable finance
  • Technology’s impact on asset management
  • The future of the European Union

CAIA will be present at this event.


Alternative Investment Management Summit (AIM Summit)

November 26 - 27, 2018

Ritz Carlton

DIFC, Dubai

Launched in 2015, AIM Summit is The Leading Regional Alternative Investment Management Summit gathering and connecting regional investors and managers in the world of alternatives (Hedge Funds, Private Equity, Venture Capital, Private Debt) with global industry leaders.

AIM Summit is a platform for discussions on investment developments, global market conditions and latest trends. It acts as a networking forum for future business opportunities and a gateway to the region’s top players. The only conference of its nature and magnitude organized and orchestrated by the industry in an intimate setup to encourage real debates on the best practices and know-hows.

CAIA members receive a 25% off their delegate pass upon registration.


 

6th Edition Impact of the Fundamental Review in the Trading Book

November 26 - 28, 2018

London

This marcus evans conference will look at the new differences between the SBA and IMA under the FRTB, along with questions surrounding NMRFs, the continued impact on front office trading and capital, and the steps that Banks should be making in anticipation of a final framework.

 




Wealth 2.0

November 28 - 29, 2018

Jumeirah Carlton Tower

London

Wealth 2.0 is back on the 28th-29th November 2018. Now recognised as Europe’s most senior wealth and asset management gathering featuring over 120 speakers, multiple streams and over 400 senior delegates - there is no event quite like Wealth 2.0.

CAIA Members receive a 15% discount off registration using code: DSPP


 

European Women in Finance

November 28 - 29, 2018

RAI Amsterdam

Following a sell-out event in London this year, European Women in Finance is coming to Amsterdam to supercharge your career with game-changing expertise and actionable insight.

Join over 350 leading women in finance from every corner of the continent for two days of inspirational keynotes, panel discussions, workshops, and networking opportunities... let's shatter that glass ceiling!

Confirmed speakers currently include:

  • CEO, BNY Mellon SA/NV
  • CEO, Bankgirot
  • Managing Director, Commerzbank
  • Deputy Director General, European Central Bank
  • CEO, Cinnober
  • Head of Portfolio Services, AIG Asset Management 
  • Managing Director, Global Program Architect, UBS
  • Managing Director, Head of Financial Institutions, ING Bank
  • Head of Corporate Finance EMEA, BNP Paribas…. and many more!

We will provide all the content and networking opportunities needed to boost your skills and supercharge your career, whilst addressing how to close the gender gap.

See full speaker list.

Request a brochure for all the info on the conference’s format, speakers and prices.


 

Alternative Investing Summit

December 5 - 7, 2018

Ritz Carlton

Dana Point, California

Participants and delegates of this alternative investment conference will investigate a range of critical investment issues, including discussion of the risks and benefits of various asset classes and investment vehicles such as hedge funds and private equity, examining means of cutting costs associated with implementation of absolute returns strategies, reviewing the future of commodities and surveying the landscape of emerging international markets. With the current struggle of obtaining these returns, the question of fees has become of particular relevance, especially within the field of alternatives as investors measure their risks v. rewards.

CAIA Members receive a 15% discount off registration using code: CAAI2018


 

LinkBridge - Southwest Investors Annual Meeting

December 12, 2018

Austin, Texas

The Southwest Investors Annual Meeting is a closed-door program that gathers the world's leading fund managers along with 120 institutional and private wealth investors from Texas, New Mexico, Arizona & Oklahoma. This meeting offers a unique platform to learn from and alongside industry thought leaders. Panel sessions and Private meetings throughout the day will allow for deepening relationships, developing partnerships and fostering business. This one-day conference will host 300 leading managers, investors and other professionals to discuss investment opportunities and new trends in the market.